Position in SPGI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$97,095
+$20,109 QoQ
Shares Held
266
+39.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,725
of 1,991 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Mascoma Wealth Management LLC holds $134,066 across 6 Financial Data & Stock Exchanges names. SPGI ranks #1 (72.4% of the industry book) .
All Filings in SPGI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,095 | 252 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $76,986 | 181 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $93,021 | 178 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $84,687 | 174 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $91,748 | 174 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $88,409 | 174 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $94,625 | 190 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $95,574 | 185 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $82,509 | 185 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $71,901 | 169 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $74,447 | 169 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $61,754 | 169 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $33,674 | 84 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $28,960 | 84 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $28,134 | 84 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $25,649 | 84 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $28,313 | 84 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $34,455 | 84 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||